VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.38B
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.69M
3
+$3.84M
4
HD icon
Home Depot
HD
+$2.53M
5
ONB icon
Old National Bancorp
ONB
+$1.8M

Top Sells

1
+$349M
2
+$109M
3
+$24.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.6M
5
MSFT icon
Microsoft
MSFT
+$20.8M

Sector Composition

1 Consumer Discretionary 9.02%
2 Technology 8.1%
3 Communication Services 6.41%
4 Financials 5.42%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$77K ﹤0.01%
1,360
677
$77K ﹤0.01%
2,157
678
$76K ﹤0.01%
2,494
+776
679
$76K ﹤0.01%
+2,000
680
$76K ﹤0.01%
2,995
+185
681
$75K ﹤0.01%
8,492
-1,200
682
$75K ﹤0.01%
+3,000
683
$75K ﹤0.01%
1,161
+24
684
$75K ﹤0.01%
6,456
-1,400
685
$75K ﹤0.01%
49
+41
686
$75K ﹤0.01%
293
-27
687
$74K ﹤0.01%
1,303
+1,269
688
$74K ﹤0.01%
671
+407
689
$74K ﹤0.01%
1,242
690
$74K ﹤0.01%
300
-48
691
$74K ﹤0.01%
203
692
$74K ﹤0.01%
956
+252
693
$74K ﹤0.01%
787
+527
694
$74K ﹤0.01%
3,558
+1,002
695
$73K ﹤0.01%
955
696
$73K ﹤0.01%
1,001
-916
697
$73K ﹤0.01%
1,120
-530
698
$72K ﹤0.01%
+1,739
699
$72K ﹤0.01%
1,590
700
$72K ﹤0.01%
270
+32
26 27
28
29 30